TPP

Triangle Peak Partners Portfolio holdings

AUM $55.3M
1-Year Est. Return 18.95%
This Quarter Est. Return
1 Year Est. Return
-18.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.8M
AUM Growth
-$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.67M
3
+$752K
4
BUD icon
AB InBev
BUD
+$241K
5
TAP icon
Molson Coors Class B
TAP
+$240K

Top Sells

1
+$1.4M
2
+$1.02M
3
+$988K
4
EWL icon
iShares MSCI Switzerland ETF
EWL
+$873K
5
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$702K

Sector Composition

1 Energy 17.68%
2 Real Estate 3.66%
3 Consumer Staples 1.42%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$391K 0.59%
1,892
-1,034
27
$252K 0.38%
7,539
-8,269
28
$241K 0.37%
+1,977
29
$240K 0.36%
+3,225
30
$232K 0.35%
+2,099
31
$222K 0.34%
38,462
+18,471
32
– –
-5,640
33
– –
-6,119
34
– –
-3,695
35
– –
-38,667
36
– –
-9,634
1
2